See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,099 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,733 | $62,267+82.7% | $110,238+3.2% | $55,725+104.1% |
| Participation rate | 97.1% | 78.1%+19.0pp | 79.8%+17.3pp | 70.9%+26.3pp |
| Annual return | -5.36% | -1.07%-4.3pp | 314.74%-320.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,612 | $1,941+86.1% | $3,826-5.6% | $2,078+73.8% |
| Participant deferral / active EE | $5,164 | $3,516+46.9% | $4,672+10.5% | $3,356+53.9% |
| Admin fee / account holder | $115 | $121-4.5% | $8,547-98.6% | $115+0.3% |